Cliff Notes: Fading Inflation Risks
Key insights from the week that was. In Australia, market participants were left with little […]
Sterling Loses Ground on Just-Below Consensus Labour Market Data
Markets Friday’s bearish engulfing pattern at record levels for the S&P 500 and Nasdaq (potential […]
RBA’s Hunter: Data broadly in line with expectations
RBA Assistant Governor Sarah Hunter noted that the incoming data were “broadly in line with […]
Cliff Notes: Waiting in Anticipation
Key insights from the week that was. Australian Q4 GDP printed broadly as expected, rising […]
The Slow Lane in the Tunnel
This week’s national accounts confirmed our view that the domestic economic is soft, especially the […]
Fed Chair Has Every Reason to Hold the Line
Markets In the run-up to the release of the US services ISM, (US) equity futures/markets […]
Australia’s GDP up 0.2% qoq in Q4, continuing consistent slowdown
Australia GDP grew 0.2% qoq in Q4, slightly below expectation of 0.3% qoq. On an […]
Cliff Notes: Capacity’s Criticality
Key insights from the week that was. In Australia, the Monthly CPI Indicator fell 0.3% […]
Ripples and Waves
Ripple effects from the pandemic are not over and underlying trends are not fixed. It […]
Australia’s retail sales rises 1.1% mom in Jan, stagnates in trend terms
Australia’s retail sales rose 1.1% mom in January, below expectation of 1.7% mom. This increase […]
Australian Dollar Slides After CPI Stays Steady
The Australian dollar took a hit after Australian inflation was lower than expected. In the […]
Australia NAB business confidence falls to 0, cost pressures clearly remain elevated
Australia’s NAB Business Confidence ticked down from 1 to 0 in February. Business Conditions rose […]